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Ishares Tr 0-5yr hi yl cp shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in Ishares Tr 0-5yr hi yl cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr hi yl cp held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 29k 42.61
2024-09-30 $1.2M 28k 43.42
2024-06-30 $1.2M 27k 42.20
2024-03-31 $975k 23k 42.55

More positions owned by TriaGen Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Ishares Gold Tr Ishares New (IAU)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Sm Cp Val Etf (VBR)
JPMorgan Chase & Co. (JPM)
Ansys (ANSS)
Lowe's Companies (LOW)

View all positions for TriaGen Wealth Management

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Empower Advisory Group
Assetmark
Bramshill Investments
Japan Science & Technology Agency
Grimes & Company
BlackRock
State of New Jersey Common Pension Fund D
Commonwealth Equity Services
Envestnet Asset Management
Wealthfront Advisers
Bank of America Corporation
Townsquare Capital
Bank of New York Mellon
Mercer Global Advisors

View all funds holding Ishares Tr 0-5yr hi yl cp